Jim Simons Renaissance Technologies
Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
IBM
IBM
|
+$328M |
| 2 |
Johnson & Johnson
JNJ
|
+$229M |
| 3 |
GE Aerospace
GE
|
+$156M |
| 4 |
Target
TGT
|
+$155M |
| 5 |
Walt Disney
DIS
|
+$153M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$283M |
| 2 |
Eli Lilly
LLY
|
+$211M |
| 3 |
Microsoft
MSFT
|
+$199M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$184M |
| 5 |
Citigroup
C
|
+$177M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.03% |
| 2 | Healthcare | 12.1% |
| 3 | Consumer Discretionary | 11.99% |
| 4 | Consumer Staples | 11.92% |
| 5 | Industrials | 10.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
KERX
801
DELISTED
Keryx Biopharmaceuticals Inc
KERX
| $10M | 0.02% |
+991,100
| New | +$8.82M |
|
802
Caleres
CAL
$455M
| $9.94M | 0.02% |
423,450
-131,600
| -24% | -$3.06M |
|
|
SJR
803
DELISTED
Shaw Communications Inc.
SJR
| $9.94M | 0.02% |
+427,700
| New | +$10.3M |
|
|
ANK
804
DELISTED
ATLANTIC TELE-NETWORK,INC
ANK
| $9.93M | 0.02% |
190,400
+23,376
| +14% | +$1.22M |
|
805
International Flavors & Fragrances
IFF
$21.4B
| $9.9M | 0.02% |
+120,300
| New | +$9.74M |
|
806
Embotelladora Andina Series B
AKO.B
$4.89B
| $9.89M | 0.02% |
300,900
+3,400
| +1% | +$111K |
|
807
WaFd
WAFD
$2.79B
| $9.86M | 0.02% |
476,976
+362,188
| +316% | +$7.7M |
|
808
American Vanguard Corp
AVD
$64M
| $9.81M | 0.02% |
364,400
-186,766
| -34% | -$4.73M |
|
809
Carter's
CRI
$1.43B
| $9.8M | 0.02% |
129,200
+117,600
| +1,014% | +$8.6M |
|
|
KFN
810
DELISTED
KKR FINANCIAL HOLDINGS LLC COM
KFN
| $9.79M | 0.02% |
947,255
-82,600
| -8% | -$864K |
|
|
CLUB
811
DELISTED
Town Sports International Holdings, Inc.
CLUB
| $9.77M | 0.02% |
753,000
+62,700
| +9% | +$753K |
|
812
Coca-Cola Consolidated
COKE
$12.6B
| $9.77M | 0.02% |
1,561,710
-132,510
| -8% | -$843K |
|
|
MTOR
813
DELISTED
MERITOR, Inc.
MTOR
| $9.76M | 0.02% |
1,241,400
+506,200
| +69% | +$3.91M |
|
|
SREV
814
DELISTED
ServiceSource International, Inc.
SREV
| $9.74M | 0.02% |
806,300
+598,100
| +287% | +$7.07M |
|
|
ZLC
815
DELISTED
ZALE CORPORATION
ZLC
| $9.73M | 0.02% |
640,192
+230,600
| +56% | +$2.52M |
|
|
TNH
816
DELISTED
Terra Nitrogen
TNH
| $9.71M | 0.02% |
47,900
-6,400
| -12% | -$1.37M |
|
817
Albany International
AIN
$1.81B
| $9.69M | 0.02% |
270,000
+73,100
| +37% | +$2.53M |
|
|
BKR
818
DELISTED
BAKER MICHAEL CORP
BKR
| $9.68M | 0.02% |
239,200
+81,100
| +51% | +$3M |
|
|
ECOL
819
DELISTED
US Ecology, Inc.
ECOL
| $9.67M | 0.02% |
320,953
+106,953
| +50% | +$3.14M |
|
|
BMS
820
DELISTED
Bemis
BMS
| $9.63M | 0.02% |
247,000
+124,100
| +101% | +$5.03M |
|
|
RTK
821
DELISTED
Rentech, Inc.
RTK
| $9.63M | 0.02% |
486,120
-404,200
| -45% | -$8.49M |
|
|
KATE
822
DELISTED
Kate Spade & Company
KATE
| $9.62M | 0.02% |
382,900
-634,300
| -62% | -$15.5M |
|
823
Anika Therapeutics
ANIK
$295M
| $9.61M | 0.02% |
402,100
+31,397
| +8% | +$705K |
|
|
NTL
824
DELISTED
Nortel Invesora 1/20 Ser B Shr
NTL
| $9.59M | 0.02% |
499,500
+2,700
| +0.5% | +$45.7K |
|
825
Arch Capital
ACGL
$33.2B
| $9.54M | 0.02% |
+528,600
| New | +$9.45M |
|
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Jim Simons's Q3 2013 Portfolio in Review
As of Q3 2013, Jim Simons held 3,196 positions worth $41.2B, up 8.1% from $38.1B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Jim Simons's Q3 2013 filing shows 439 new, 1,284 increased, 1,031 reduced and 412 closed positions. Its largest new stake was GE Aerospace: 1,361,721 shares worth $156M. The largest sale was Apple, an estimated $283M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Jim Simons's largest Q3 2013 buy was GE Aerospace: 1,361,721 shares worth $156M.
- Jim Simons added most to IBM in Q3 2013, an estimated $328M increase.
- Jim Simons's biggest Q3 2013 reduction was Eli Lilly, cutting an estimated $211M.
- Jim Simons fully exited Apple in Q3 2013, selling an estimated $283M.
- Jim Simons's ten largest holdings make up 11% of its $41.2B portfolio in Q3 2013.
- Jim Simons opened 439 new positions and closed 412 in Q3 2013.
- Jim Simons's portfolio value rose 8.1% quarter-over-quarter to $41.2B.
Based on Renaissance Technologies's 13F filing for Q3 2013, filed 13 Nov 2013.